BERLIN-BASED condom producer Einhorn has promoted its mission to protect the environment with products like its vegan, fair-trade rubbers. Now, it’s taking that ambition out of the bedroom and onto the balcony.
In a fundraising video for the company’s solar panels — modules roughly the size of a beach blanket that can be draped like a towel over a railing — bare-chested co-founder Waldemar Zeiler touts the devices and declares his goal to sell enough to replace a coal-fired power plant.
But with a planned retail price of €550 ($588) each, that could be a challenge.
Thanks to cheap Chinese panels flooding the European market after the US stopped imports, the cost of individual solar modules has plunged, to an average of €300. In Germany, affordable balcony panels are now a trend. More than 360,000 have been registered since 2023, according to the national energy regulator, with Berlin as a hot spot.
That’s good news for Europe’s biggest economy, which is still struggling to replace the natural gas supply that was cut off after Russia invaded Ukraine. Germany added 14 gigawatts of solar capacity last year, more than any other country in the region.
Veranda installations represent just 150 megawatts, or one percent of added capacity, but they also signal an important shift. Solar, once the domain of anyone with a rooftop or wide-open fields, is now available to far more urban consumers.
“Solar for the first time affects city dwellers and not only the countryside,” according to Christoph Kost, head of energy systems at Fraunhofer ISE, an industry research group in Freiburg, Germany. “The trend is particularly strong in Germany as the country still has high power prices.”
It was less energy prices than climate consciousness and curiosity that made Stefan Martin, a 53-year-old father and homeowner in Berlin, an early adopter. Almost 100 owners live in his multistory apartment building, and it would have been “endlessly complicated” to convince all of them to install rooftop solar.
That’s one of the reasons why rooftop installations have been dragging in Germany, which needs to nearly triple its solar output to reach its 2030 climate goals. To speed up the process, parliament passed a package last week that also targets balcony solar: such modules can now reach up to 800 watts and be registered more easily. It’s also getting harder for landlords to object to the installations.
After seeing a neighbor put up a balcony panel, Mr. Martin also installed three modules totaling 500 watts from PluginEnergy GmbH, a German startup. “I had to negotiate with my wife, as we had to remove some flower pots,” Mr. Martin said. “We hid the cables inside bamboo, and now it looks quite decent.”
Mr. Martin ordered his solar module in April 2023 for €820, meaning he missed the fall in unit prices. Still, he calculates that the plant covers about 10% of his power consumption, which includes his fridge, standby devices and the two computers he and his wife use to work remotely. “We’ve saved about €115 in the first year on our electricity bill,” Mr. Martin says, “which means the panels will have amortized in seven to eight years.”
The city of Berlin has launched a generous subsidy to encourage people to adopt solar, offering up to €500 for a single plug-and-go panel. Almost 10,000 people have applied for the funding and two-thirds have been approved, according to the agency that oversees it.
“The program is enjoying brisk demand from all target groups,” a city spokesperson said.
Still, it will take a while before demand catches up with the glut of supply. The US banned the import of Chinese solar panels in 2022 on the grounds that some may have been produced by forced Uyghur labor, and even with balcony solar going viral online, Europe still has more panels than it can handle.
Discounters and DIY stores have started to stock them, and even energy utilities are following suit. Sweden-based Vattenfall AB sold 450 balcony power plants last year, and Gasag AG, Berlin’s natural gas provider, sees “a lot of potential” in its new business selling panels.
China’s near-total domination of the solar panel supply chain has been difficult for providers like Einhorn, the condom-to-solar-convert. Zeiler, the co-founder, had to scale back his goal of raising €2.5 million and is now targeting just one-tenth of that amount.
This week, German photovoltaic maker Solarwatt GmbH announced that it would suspend operations at its Dresden site at the end of August until further notice. And last month, Swiss panel maker Meyer Burger Technology AG shut down its nearby module production factory with around 500 staff.
Since August, 12 European photovoltaic manufacturers have filed for bankruptcy or debt restructuring, laid off staff or halted or shifted production amid a flood of cheap Chinese panels, according to SolarPower Europe.
The recent solar reforms may not make a difference. Despite promises to help local producers, the package excluded any such support, which is why the German Renewable Energy Federation (BEE) has called for another reform.
Moreover, said Markus Meyer, the director of regulatory affairs at Berlin-based solar installer Enpal BV, the bill allows for old meters to be dialed backwards, which occurs when unused excess solar power is sent back to the grid. That quirk, he said, could “actually delay the energy transition.”
There’s also a more practical concern — almost no solar buyers opt for battery storage, according to Fraunhofer ISE, as these packs are often more expensive than panels. That means that while the balcony units run smoothly during periods of peak sunlight — which also happens to be when energy is cheapest — users must tap into the grid after sunset, when prices go up.
Despite these challenges, BEE President Simone Peter sees enormous potential in the current trend: “The regulations on balcony solar systems are real participation boosters. They emphasize once again what the energy transition was from the outset: a project for everyone.” — Bloomberg News
